Trust and estate practice

Preserving family legacies and business heritage is at the heart of PBY&A’s trust and estate planning practice. We regularly advise both domestic and international clients on strategies that maximize gift and estate transfers to future generations, while minimizing tax burdens and related taxes. Our work includes the planning and creation of wills, family partnerships, revocable and irrevocable domestic and offshore trusts, and charitable foundations, as well as the planning and transferring of ownership and control of closely held and family owned businesses.  The group also represents clients in significant estate and gift tax controversies, including business valuations as well as complex probate litigation and trust administration.

  • Asset Protection
  • Charitable and Tax Exempt Organizations
  • Estate Planning
  • Family Limited Partnerships
  • International Transactions (Inbound & Outbound)
  • Personal, Business and Family Wealth Planning Private Foundations
  • Probate
  • Tax Controversy
  • Trusts and Estates
  • Wills

Our trust and estate lawyers